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Commentary: Broadcom and MediaTek face profit challenges amid growing ASIC orders

Jay Liu, Commentary; Charlene Chen, DIGITIMES Asia Tuesday 16 December 2025 0

Credit: DIGITIMES

Broadcom reported strong AI-related order growth but noted lower gross margins for ASIC products compared to non-AI items, causing market uncertainty about 2026 revenue. Industry experts explained that lower ASIC margins are common due to customer-driven...

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